The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANALOG DEVICES INC COM Common Stock 032654105 77,254 467,696 SH   SOLE   467,696 0 0
ASPEN AEROGELS INC COM Common Stock 04523Y105 101,363 2,939,758 SH   SOLE   2,939,758 0 0
BRISTOL-MYERS SQUIBB COM Common Stock 110122108 49,660 679,991 SH   SOLE   679,991 0 0
BROADCOM INC COM Common Stock 11135F101 10,075 16,000 SH   SOLE   16,000 0 0
CARPARTS COM INC COM Common Stock 14427M107 16,259 2,426,669 SH   SOLE   2,426,669 0 0
CEVA INC COM Common Stock 157210105 25,665 631,377 SH   SOLE   631,377 0 0
DELL TECHNOLOGIES IN CL C Common Stock 24703L202 7,058 140,619 SH   SOLE   140,619 0 0
EGAIN CORP COM NEW Common Stock 28225C806 29,377 2,536,843 SH   SOLE   2,536,843 0 0
INTEL CORP COM Common Stock 458140100 1,636 33,010 SH   SOLE   33,010 0 0
KLA CORP COM NEW Common Stock 482480100 146,699 400,750 SH   SOLE   400,750 0 0
LAM RESEARCH CORP COM Common Stock 512807108 153,351 285,246 SH   SOLE   285,246 0 0
PETMED EXPRESS INC COM Common Stock 716382106 11,503 445,844 SH   SOLE   445,844 0 0
PROGRESS SOFTWARE CO COM Common Stock 743312100 28,844 612,526 SH   SOLE   612,526 0 0
SONOS INC COM Common Stock 83570H108 18,343 650,000 SH   SOLE   650,000 0 0
VMWARE INC CL A COM Common Stock 928563402 17,588 154,460 SH   SOLE   154,460 0 0
GARMIN LTD SHS Common Stock H2906T109 5,693 48,000 SH   SOLE   48,000 0 0